Transfer of Unit held in Non Demat (SOA)

Online Process

As per SEBI directive, mutual fund units held in the non-demat mode i.e. Statement of Accounts (SOA) can now be transferred without dematerialization and can be availed across all mutual fund schemes except ETFs. This online-only initiative is designed to simplify the transfer process while minimizing the risk of fraudulent transfers.

This online-only facility, available through the official websites of RTAs.

CAMS participated AMCs Click Here

KFintech participated AMCs Click Here

FAQs CAMS Click Here

FAQs KFINTECH Click Here

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Transfer of Unit held in Non Demat (SOA)

Online Process